Current Opportunities

If you are a recent accounting graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you.   A typical day may include:

• entering and allocating accounting transactions for self-managed super funds (SMSFs)
• undertaking bank and investment reconciliations
• preparing financial statements and tax returns for SMSFs
• working on rollovers, contributions, pensions and lump sums for funds
• liaising with third parties such as the Australian Tax Office and financial institutions
• accurate record keeping, processing and system management, and
• supporting our network of financial and investment advisers.

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

You will be a high achiever with strong academic results in your undergraduate Accounting degree and attention to detail is a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your accounting skills.

For a confidential conversation or to submit an application please contact Skye at  quoting “Graduate Accountant – Sydney” in the subject line.

Working in this role means you will contribute financial and technical expertise to the wider business. Providing accurate, timely and relevant management information, to ensure the maintenance and development of best practice accounting functions. This role involves working alongside senior business leaders within the firm. Your roles and responsibilities may include:

• Monthly management reporting and analysis.
• Creating monthly journal entries, including amortising prepayments and cost accruals.
• Completion of month end balance sheet reconciliations.
• Assisting in maintenance of fixed asset register.
• Assistance in the preparation of cashflow forecasts and analysis.
• Investigation of variances against budgets and providing analysis of differences.
• Supporting Accounts Receivable and Accounts Payable processes.
• Assistance with the Group’s Half Year and Full Year statutory reporting.
• Assisting in standardising and optimising financial accounting processes throughout the organisation.

You will be currently studying or planning to commence professional qualification in Accountancy (CA or CPA) and will have 1-2 years’ experience in a similar role or within professional services. Organisation and time management skills are a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your Accounting skills. We also use a variety of AP systems such as SAP, Sage Accpac, Concur etc. so experience with these is desirable.

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

For a confidential conversation or to submit an application please contact Beau at quoting “Assistant Accountant” in the subject line.

As a Senior Manager at E&P’s Sydney/Melbourne office, you will play an integral role in Risk and Compliance supporting the business, ensuring the smooth running of daily operations while working both independently and as part of a dynamic team. This is an ideal role for a proactive and motivated individual looking to enhance their risk and compliance skills, gain valuable experience and progress their career within Financial Services.  This role will provide exposure to a broad range of areas such as Wealth, Institutional Equities, Research and Corporate Advisory.

Key responsibilities:

• Providing ongoing support and advice to internal representatives and stakeholders to ensure continued compliance with the relevant requirements
• Conducting ongoing and thematic supervision and monitoring activities such as reviewing financial advice and markets surveillance
• Enhancing the Line 2 supervision and monitoring framework
• Participating in project work at a senior stakeholder level
• Ongoing review and improvement of policies and procedures
• Monitoring, assessing and assisting in rolling out regulatory change
• Assisting with regulatory notifications and requests
• Assessing and investigating potential incidents and breaches
• Complaints handling
• Delivering relevant training to staff across the group

Our environment can be fast-paced, and you’ll often find you’re handling multiple projects and standard duties at any given time, so your ability to manage competing priorities whilst maintaining high attention to detail, critical thinking, initiative and resilience is crucial. As you will be liaising with a variety of stakeholders and dealing with technical and complex matters, strong verbal and written communication skills are essential. You will have at least 6 years’ relevant experience in risk and/or compliance, with a strong preference for wealth management and stockbroking. You also hold a bachelor’s degree of any discipline and RG146 (Financial Planning), or equivalent.

For a confidential conversation or to submit an application please contact Beau at quoting “Senior Manager, Risk & Compliance” in the subject line.

Our people are our business. They are our most important asset, and their experience, development and welfare is paramount. The People & Culture team works collaboratively to support, develop and build the capability of our people to ensure we provide quality advice and services to our clients.

It’s an exciting time to join our People & Culture team, as we work on new initiatives and projects that will help shape our culture and drive engagement.

This role is an end-to-end role in Melbourne supporting our national ‘Wealth’ team that consists Wealth Advisers, Accountants and Risk professionals.  Ideally, you’ll have approximately 4-5 years of human resources experience with the last 1-2 at Manager level. You’ll work closely with your client group to:

• Provide HR advice and generalist support on employee and industrial relations, performance development, policy interpretation and other generalist consultation;
• Work closely with the Learning & Development team to ensure our people have the right learning and development opportunities;
• Share people analytics and insights to shape the people agenda;
• Partner with business leaders to understand their people risks and opportunities and drive commercial people solutions through their business;
• Consult on employment relations best practice;
• Lead and drive People & Culture projects that will provide clarity for our people on career progression and capability building;
• Manage cyclical activities such as performance, remuneration, and talent management, and coach leaders as needed.

In the People & Culture team we value positivity.  As this is a stand alone role in Melbourne you must be self-motivated and willing to connect regularly with your Sydney colleagues.  We also value a business partner who:

• Is a natural and confident communicator and relationship builder;
• Is confident dealing with senior stakeholders and decision makers;
• Has a passion for ‘People Experience’;
• Can work independently to find suitable people solutions for our stakeholders and their teams;
• Has experience in employment relations and can manage performance, conduct, and legislative matters;
• Can effectively manage people projects;
• Has a tertiary education in business, human resources or another relevant field;
• Has corporate experience in professional services, financial services or similar;
• Enjoys working in a fun, cohesive and supportive team.

If you meet most of the criteria, but not all, your application will still be considered.  We’re a team that supports development, and we’ll happily coach you through new experiences and opportunities if you’re enthusiastic and eager to learn.

For a confidential conversation or to submit an application please contact Skye at  quoting People & Culture Business Partner in the subject line.

We are seeking a highly-motivated and enthusiastic Associate, with a strong interest in financial markets, to join our Private Wealth Management team. Working alongside experienced and well-respected Advisers in one of the top Adviser teams in Canberra, you will assist the team to provide high levels of service associated with managing a private wealth client base.

A typical day may include:

• Provide technical and administration support to Advisers
• Place buy/sell orders on the market as requested by clients
• Provide analysis and on-going monitoring of investments
• Preparation of formal advice documents (ie Statements of Advice)
• Assist with client meetings and respond to client request
• Training and mentoring of new team members

Ideally you will have a strong interest in and/or prior experience in financial services and financial markets. A relevant Bachelors’ degree will be highly regarded.

For a confidential conversation or to submit an application please contact Skye at  quoting “Associate – PWM Canberra” in the subject line.

If you are a recent accounting graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you.   A typical day may include:

• entering and allocating accounting transactions for self-managed super funds (SMSFs)
• undertaking bank and investment reconciliations
• preparing financial statements and tax returns for SMSFs
• working on rollovers, contributions, pensions and lump sums for funds
• liaising with third parties such as the Australian Tax Office and financial institutions
• accurate record keeping, processing and system management, and
• supporting our network of financial and investment advisers.

You will be a high achiever with strong academic results in your undergraduate Accounting degree and attention to detail is a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your accounting skills.

For a confidential conversation or to submit an application please contact Skye at  quoting “Assistant Accountant – SMSF” in the subject line.